Arkolith/Funds/Infrastructure Capital Advisors, LLC

Infrastructure Capital Advisors, LLC

CIK 1621802
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Infrastructure Capital Advisors, LLC holds a diversified book of 179 reported positions worth $1.3B as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Alphabet Inc and trimmed Energy Transfer LP. Their largest long position is Energy Transfer LP at 6% of the reported non-option book. They also disclosed $428.1M in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2025 would be +28% (+25.0%/yr). That is a simulation of the disclosed long book, not audited returns.

Opened
55
bought for the first time
  • Alphabet Inc
  • Brightspring Health Serv
  • Microchip Technology Inc
+52 more · largest first
Added to
87
already held, bought more
+84 more · largest first
Sold out
20
exited the position entirely
+17 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+27.8%
+25.0%/yr · since Aug '25
Their reported book
+33.2%
held from quarter-end
S&P 500
+18.4%
same window
$9K$10K$11K$12K$13KAug '25Nov '25Jan '26Apr '26Jul '26Sep '26
Infrastructure Capital Advisors, LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +33.2%, a 5.4-point gap that is the cost of the ~44-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Infrastructure Capital Advisors, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~44 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
26%
Top 10 holdings
46%
Top 20 holdings
68%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

56% mapped to company sectors

No sector on file yet
43%
Utilities
23%
Industrials
15%
Energy
8%
Information Technology
3%
Financials
3%
Consumer Discretionary
1%
ETFs / funds
1%

+5 sectors below the cut, 3% together

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
  • Alphabet Inc
    New$49.4M
  • Boeing CoBA 6 10/15/27
    +518%$41.6M
  • Oracle CorpORCL 6.5 01/15/29 D
    13×$35.2M
  • HP Enterprise CoHPE 7.625 09/01/27
    +308%$26.0M
  • Brightspring Health ServBTSG 6.75 02/01/27
    New$24.7M
  • Microchip Technology IncMCHP 7.5 03/15/28
    New$20.5M
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Infrastructure Capital Advisors, LLC

Manager / fundShared namesTheir $ in those
Heronetta Management, L.P.11 / 80$102.5M
Fractal Investments LLC22 / 80$762.0M
Hoey Investments, Inc26 / 80$613.0M
Outlook Capital Management, LLC9 / 80$240.8M
Kayne Anderson Capital Advisors LP18 / 80$4.0B
Tortoise Capital Advisors, L.L.C.25 / 80$6.9B
AdviceOne Advisory Services, LLC10 / 80$123.1M
Ketron Financial10 / 80$218.2M

Ranked by the share of each fund's own book sitting in the names it shares with Infrastructure Capital Advisors, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

179 positions
#SecurityValueShares% PortLast moveHistory
1Energy Transfer L P
COM UT LTD PTN
$79.6M4.16M
6.2%
−1.9%
Reduced · −80K sh
2Sunoco Lp/sunoco Fin Corp
COM UT REP LP
$67.2M995.8K
5.2%
+2.3%
Added · +23K sh
3Plains All Amern Pipeline L
UNIT LTD PARTN
$66.7M3.00M
5.2%
−3.1%
Reduced · −95K sh
4Energy Transfer L P
9.250% FXD PFD I
$60.2M5.25M
4.7%
+4.8%
Added · +240K sh
5Enterprise Prods Partners L
COM
$54.8M1.49M
4.3%
−3.6%
Reduced · −56K sh
6KKR & Co Inc
6.25 CON SER D
$54.2M1.36M
4.2%
+25%
Added · +269K sh
7Western Midstream Partners L
COM UNIT LP INT
$53.3M1.22M
4.2%
−1.4%
Reduced · −18K sh
8MPLX LP
COM UNIT REP LTD
$52.8M936.8K
4.1%
−12%
Reduced · −131K sh
9RLJ Lodging TR
CUM CONV PFD A
$49.8M2.03M
3.9%
+6.0%
Added · +116K sh
10Boeing Co
DEP CONV PFD A
$49.6M744.9K
3.9%
+518%
Added · +624K sh
11Alphabet Inc
DEP SHS RP1/20 A
$49.4M971.0K
3.9%
New
New position
12Oracle Corp
6.5 DEP CUM SR D
$38.1M862.3K
3.0%
13×
Added · +797K sh
13Hewlett Packard Enterprise C
7.625 MAND CONV
$34.5M298.4K
2.7%
+308%
Added · +225K sh
14Albemarle Corp
7.25% DEP SHS A
$29.1M525.7K
2.3%
−0.1%
Reduced · −543 sh
15Brightspring Health Svcs Inc
UNIT 02/01/2027
$24.7M107.7K
1.9%
New
New position
16Hess Midstream LP
CL A SHS
$22.7M604.6K
1.8%
−9.6%
Reduced · −64K sh
17Apollo Global Mgmt Inc
SER A MAND CNV
$22.7M372.4K
1.8%
−45%
Reduced · −304K sh
18Ares Management Corporation
6.75 SE B PFD
$22.2M604.8K
1.7%
+30%
Added · +140K sh
19Microchip Technology Inc.
DEP SHS REPSTG
$20.5M267.5K
1.6%
New
New position
20Cheniere Energy Inc
COM NEW
$19.8M82.6K
1.5%
+0.5%
Added · +450 sh
21Pebblebrook Hotel TR
6.3 CUM PFD SR F
$18.6M959.2K
1.5%
+2.8%
Added · +26K sh
22Chart Inds Inc
COM
$17.0M81.4K
1.3%
+11%
Added · +8K sh
23Williams Cos Inc
COM
$15.3M205.5K
1.2%
−32%
Reduced · −97K sh
24Cheniere Energy Partners L P
COM UNIT
$14.1M230.8K
1.1%
+1.8%
Added · +4K sh
25Kinder Morgan Inc Del
COM
$13.7M428.4K
1.1%
−23%
Reduced · −126K sh
26Flagstar Bank National Assoc
UNIT 05/07/2051
$11.9M290.4K
0.9%
−74%
Reduced · −818K sh
27Alphabet Inc
DEP SHS RP1/20 B
$11.3M225.0K
0.9%
New
New position
28Strategy Inc
SERIES A PERP PF
$11.2M190.9K
0.9%
+25%
Added · +38K sh
29Targa Res Corp
COM
$10.1M37.7K
0.8%
−60%
Reduced · −56K sh
30Amazon Com Inc
COM
$9.7M40.7K
0.8%
+25%
Added · +8K sh
31Braemar Hotels & Resorts Inc
5.5 CUM CV PFD B
$9.3M674.4K
0.7%
+12%
Added · +73K sh
32Genesis Energy L P
UNIT LTD PARTN
$9.1M643.4K
0.7%
+1.8%
Added · +12K sh
33USA Compression Partners LP
COM UNIT LTDPAR
$9.1M345.4K
0.7%
+9.8%
Added · +31K sh
34Broadcom Inc
COM
$8.5M22.6K
0.7%
+580%
Added · +19K sh
35Toll Brothers Inc
COM
$8.3M50.7K
0.7%
+62%
Added · +19K sh
36Delek Logistics Partners LP
COM UNT RP INT
$7.2M139.8K
0.6%
−11%
Reduced · −17K sh
37Rithm Ppty TR Inc
9.875 FXD-FLT C
$6.8M272.5K
0.5%
+11%
Added · +27K sh
38Lockheed Martin Corp
COM
$6.4M12.6K
0.5%
+730%
Added · +11K sh
39Oneok Inc New
COM
$6.3M72.6K
0.5%
−20%
Reduced · −19K sh
40Bank Of Amer Corp
COM
$6.2M108.5K
0.5%
New
New position
41Etfis Ser TR I
VIRTUS INFRCAP
$6.0M283.9K
0.5%
−1.9%
Reduced · −5K sh
42Citizens Finl Group Inc
COM
$5.9M84.1K
0.5%
+2.2%
Added · +2K sh
43Microsoft Corp
COM
$5.9M15.8K
0.5%
+176%
Added · +10K sh
44D R Horton Inc
COM
$5.5M34.0K
0.4%
+565%
Added · +29K sh
45Celsius Hldgs Inc
COM NEW
$5.5M187.7K
0.4%
+53%
Added · +65K sh
46Vse Corp
UNIT 02/01/2029
$5.4M94.2K
0.4%
New
New position
47Global Partners LP
COM UNITS
$5.2M112.2K
0.4%
+1.8%
Added · +2K sh
48NextEra Energy Inc
UNIT 02/15/2029
$4.9M103.0K
0.4%
+52%
Added · +35K sh
49KKR & Co Inc
COM
$4.8M52.6K
0.4%
+24%
Added · +10K sh
50Lennar Corp
CL A
$4.8M53.3K
0.4%
+62%
Added · +20K sh
Showing 50 of 179 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Call notional (bullish)$428.1M
TypeUnderlyingNotional valueUnderlying shares
CALL · bullishSS SPDR S&P 500 ETF TRUST-USSPY$403.3M540K
CALL · bullishISHARES RUSSELL 2000 ETFIWM$19.5M65K
CALL · bullishKKR & CO INCKKR$3.7M40K
CALL · bullishAMAZON.COM INCAMZN$953K4K
CALL · bullishBROADCOM INCAVGO$378K1K
CALL · bullishADVANCED MICRO DEVICESAMD$290K500

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

$1.7B · Q2 2026Q2 2025 · $1.3BQ2 2026 · $1.7B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202644d201$1.7B13F-HR
Q1 2026Mar 31, 2026May 15, 202645d164$1.4B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202648d161$1.0B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202545d152$1.0B13F-HR
Q2 2025Jun 30, 2025Aug 14, 202545d142$1.3B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.